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Strategy Assessment Form

Clarity • Alignment • Next Steps

Before we work together, this assessment allows me to truly understand you, your vision, and where you are right now—so our time together is intentional, supportive, and aligned.

This Strategy Assessment is designed for holistic practitioners, wellness entrepreneurs, creatives, and spiritual business owners who are ready to gain clarity, refine their offerings, and move toward sustainable income without burnout or overwhelm.

By completing this form, you are taking the first step toward clarity, confidence, and aligned action.

What This Assessment Helps With

  • Identifying your current business focus and growth stage
  • Clarifying your offerings, pricing, and income goals
  • Understanding what feels aligned—and what feels stuck
  • Highlighting opportunities for refinement, expansion, or simplification
  • Preparing a personalized strategy for your next steps

Your responses allow me to review your business through a holistic lens—honoring both your practical needs and your energetic alignment—so any recommendations offered are tailored specifically to you.

What Happens Next

Once your form is submitted:

  • Your responses are carefully reviewed
  • Key themes, opportunities, and gaps are identified
  • You'll receive guidance on the best next step for support—whether that's a clarity session, strategy consultation, or a deeper mentorship experience

This is not a generic intake form.
It is a thoughtful, intentional tool designed to support aligned growth, confidence, and sustainable success.

Who This Is For

  • Holistic & wellness practitioners
  • Yoga teachers, Reiki practitioners, and energy workers
  • Natural product creators & herbalists
  • Coaches, creatives, and service-based entrepreneurs
  • Spiritual entrepreneurs ready to earn in alignment

If you're feeling called to refine your path, elevate your offerings, and move forward with clarity, this assessment is your starting point.

📋 Complete the Strategy Assessment Form